See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,395 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,029 | $87,733-9.9% | $106,548-25.8% | $85,850-7.9% |
| Participation rate | 82.3% | 71.9%+10.3pp | 76.1%+6.1pp | 69.3%+12.9pp |
| Annual return | 11.28% | 21.86%-10.6pp | 26.80%-15.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $2,115 | $2,073+2.0% | $2,819-25.0% | $2,565-17.6% |
| Participant deferral / active EE | $5,335 | $3,469+53.8% | $4,398+21.3% | $3,952+35.0% |
| Admin fee / account holder | $0 | $6,767-100.0% | $7,407-100.0% | $6,260-100.0% |